Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 36 |
| 1 month | 0.024 | 0 | 22 |
| 3 months | -0.043 | 0 | 29 |
| 1 year | 0.027 | 0 | — |
| 3 years | 0.080 | 0 | — |
| 5 years | 0.103 | 0 | — |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.176 | — |
| 2022 | -0.115 | — |
| 2021 | 0.129 | — |
| 2020 | 0.058 | — |
| 2019 | 0.175 | — |
| 2018 | -0.106 | — |
| 2017 | 0.116 | — |
| 2016 | 0.106 | — |
| 2015 | 0.066 | — |
| 2014 | 0.022 | — |
| 2013 | 0.228 | — |
| 2012 | 0.175 | — |
| 2011 | -0.052 | — |
| 2010 | 0.113 | — |
| 2009 | 0.145 | — |
| 2008 | -0.219 | — |
| 2007 | 0.114 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.056 | 0.010 | 0.005 | -0.014 |
| 2023 | 0.102 | 0.004 | -0.025 | 0.090 |
| 2022 | -0.090 | -0.098 | -0.021 | 0.101 |
| 2021 | 0.028 | 0.051 | 0.003 | 0.042 |
| 2020 | -0.222 | 0.205 | 0.008 | 0.119 |
| 2019 | 0.073 | 0.082 | -0.004 | 0.015 |
| 2018 | -0.058 | 0.042 | 0.012 | -0.100 |
| 2017 | 0.045 | 0.041 | 0.017 | 0.009 |
| 2016 | 0.004 | 0.042 | 0.063 | -0.006 |
| 2015 | 0.105 | -0.068 | -0.012 | 0.048 |
| 2014 | 0.027 | -0.004 | -0.038 | 0.039 |
| 2013 | 0.106 | 0.015 | 0.049 | 0.044 |
| 2012 | 0.076 | -0.048 | 0.086 | 0.056 |
| 2011 | 0.029 | 0.030 | -0.146 | 0.046 |
| 2010 | 0.035 | -0.113 | 0.125 | 0.077 |
| 2009 | -0.154 | 0.072 | 0.227 | 0.029 |
| 2008 | -0.098 | -0.034 | -0.091 | -0.014 |
| 2007 | 0.047 | 0.042 | -0.013 | 0.034 |
| 2006 | 0.043 | 0.076 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.062 |
| 5 years | 0.092 |
| 10 years | 0.051 |